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CVS Health

2,239 hedge funds and large institutions have $82.7B invested in CVS Health in 2023 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 661 increasing their positions, 1,088 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,239
Holders Change
+141
Holders Change %
+6.72%
% of All Funds
32.82%
Holding in Top 10
69
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+38%
% of All Funds
1.01%
New
302
Increased
661
Reduced
1,088
Closed
126
Calls
$1.73B
Puts
$1.29B
Net Calls
+$439M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GPI
2151
General Partner Inc
Pennsylvania
$23.7K
GG
2152
Greenwood Gearhart
Arkansas
$23.7K +$23.7K +300 New
MFG
2153
Mendota Financial Group
Wisconsin
$23.6K
MSWM
2154
McGlone Suttner Wealth Management
Wisconsin
$22.9K +$22.9K +291 New
PCMC
2155
Planning Capital Management Corporation
Pennsylvania
$22.7K +$22.7K +288 New
AWM
2156
Abound Wealth Management
Tennessee
$22.4K +$4.57K +58 +26%
NMM
2157
Naples Money Management
Florida
$22K +$22K +278 New
PA
2158
Pineridge Advisors
Missouri
$20.7K +$20.7K +262 New
FCT
2159
First Community Trust
Iowa
$20.5K
PCFFS
2160
Pacific Center for Financial Services
California
$19.7K
TAM
2161
Tucker Asset Management
Colorado
$19.7K
FFL
2162
Financial Freedom LLC
Ohio
$19.7K -$1.19K -15 -6%
TCG
2163
Transcendent Capital Group
Oklahoma
$19.6K +$19.6K +248 New
RCM
2164
Raleigh Capital Management
North Carolina
$19.3K -$21.2K -269 -52%
VCM
2165
Versant Capital Management
Arizona
$18.8K -$33.2K -421 -64%
IWP
2166
IAG Wealth Partners
Wisconsin
$17.9K +$4.5K +57 +34%
LOIP
2167
Live Oak Investment Partners
Texas
$17.6K -$15.6K
SIC
2168
SJS Investment Consulting
Ohio
$17.3K +$8.83K +112 +105%
PO
2169
Private Ocean
California
$17.2K +$11.1K +140 +179%
FRA
2170
Front Row Advisors
California
$16.2K -$11.8K -150 -42%
WFA
2171
West Financial Advisors
Iowa
$16K -$2.45K -31 -13%
FCMT
2172
Founders Capital Management (Texas)
Texas
$15.8K
PCA
2173
Providence Capital Advisors
North Carolina
$15.8K
FSWA
2174
Financial Synergies Wealth Advisors
Texas
$15.2K
KFS
2175
Kelly Financial Services
Massachusetts
$14.3K +$4.19K +53 +41%